Atria Investments LLC Ihares Core 1 5 Years Usd Bond Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	SELL	$46.16 - $47.28 $914,152 - $936,333	-19,804 Reduced 41.42%	28,004 $1.32 Million
Q4 2022 Jan 31, 2023	BUY	$45.61 - $46.84 $2.18 Million - $2.24 Million	47,808 New	47,808 $2.22 Million
Q2 2022 Aug 11, 2022	SELL	$46.78 - $48.31 $1.94 Million - $2 Million	-41,451 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$48.28 - $50.36 $15,111 - $15,762	-313 Reduced 0.75%	41,451 $2.01 Million
Q2 2019 Aug 09, 2019	BUY	N/A	41,764 New	41,764 $3.01 Million
Q1 2019 May 15, 2019	SELL	N/A	-583,711 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	N/A	13,475 Added 2.36%	583,711 $28.6 Million
Q3 2018 Oct 09, 2018	BUY	N/A	5,528 Added 0.98%	570,236 $27.9 Million
Q2 2018 Jul 13, 2018	BUY	N/A	8,067 Added 1.45%	564,708 $27.7 Million
Q1 2018 Apr 30, 2018	BUY	N/A	556,641 New	556,641 $27.5 Million

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$488 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$231 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.1 Million
0.0% of portfolio

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